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NewUX Broker Admin
  • Welcome!
  • Dashboard
    • Dashboard
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  • Introduction
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    • Functionality
    • Users
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    • Investment Accounts
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  • User Management
    • Customers
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  • Investing and Trading
    • Trading
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      • Risk profile
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    • Reports
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    • Customer Groups
    • Create Customer Group
  • Products and Funds
    • Funds Management
    • SMA funds
    • Strategies
    • Create fund
    • Basket funds
    • Create Basket fund
  • Reporting
    • Reports
    • Allocations
      • Active allocations
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    • Introducer
      • All intoducer
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      • Summary
    • Requests
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  • Settings and Control
    • Control panel
    • Customer settings
      • Account settings
      • Registration settings
      • Blocked customers
    • Trading settings
      • Investor trading settings
      • Routing settings
      • Instrument list
      • Instrument mapping
    • API settings
      • Reporting API
      • Settings
      • API logs
    • Platform settings
      • Platform site info
      • Mail server settings
      • Manage email templates
    • Product settings
      • Strategies settings
      • SMA settings
      • Terms and conditions
      • Power of attorney
      • Compliance settings
      • Fee calculation settings
    • Queue management
      • All queue managers
      • Create queue manager
    • Assignment management
      • All assignment
      • Create assignment
    • Workstations
      • Workstations
      • Add workstation
    • Gateway settings
      • All gateway
      • Create gateway
    • Goal management
      • Mapping list
      • Risk type list
      • Goal list
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  1. Settings and Control
  2. Workstations

Add workstation

TradeSocio NewUX - Broker Admin manual

PreviousWorkstationsNextGateway settings

Last updated 4 years ago

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Add workstation is a functionality to set up a new workstation. You will have to complete three steps:

  • Create workstation - set the name, description and introducers for your workstation. Each workstation can have multiple introducers.

  • Assign funds - add investment products that investors will have access to.

  • Assign users - add investors to the workstation